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WisdomTree US LargeCap Dividend Fund

428 hedge funds and large institutions have $3.29B invested in WisdomTree US LargeCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 136 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
126
Flagship Wealth Advisors
Massachusetts
$1.6M
WSFS
127
Wilmington Savings Fund Society
Delaware
$1.56M
CA
128
CoreCap Advisors
Michigan
$1.56M
KFP
129
KMG Fiduciary Partners
Ohio
$1.53M
WCM
130
WealthBridge Capital Management
Ohio
$1.53M
AWA
131
Alta Wealth Advisors
Massachusetts
$1.43M
CFP
132
Cascade Financial Partners
California
$1.43M
HWM
133
HB Wealth Management
Georgia
$1.43M
KIA
134
KCM Investment Advisors
California
$1.4M
CWA
135
Centennial Wealth Advisory
Michigan
$1.4M
VFA
136
Valeo Financial Advisors
Indiana
$1.37M
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$1.37M
TP
138
Tranquility Partners
Tennessee
$1.35M
Jones Financial Companies
139
Jones Financial Companies
Missouri
$1.35M
US Bancorp
140
US Bancorp
Minnesota
$1.34M
FZCM
141
Flynn Zito Capital Management
New York
$1.33M
WIP
142
WealthCare Investment Partners
Rhode Island
$1.33M
JWCA
143
J.W. Cole Advisors
Florida
$1.32M
MSAM
144
Moloney Securities Asset Management
Missouri
$1.32M
SCA
145
St. Clair Advisors
Ohio
$1.29M
KAS
146
KPP Advisory Services
Kentucky
$1.27M
PA
147
Parallel Advisors
California
$1.26M
PTC
148
Private Trust Company
Ohio
$1.26M
Northern Trust
149
Northern Trust
Illinois
$1.22M
DWT
150
Dorsey & Whitney Trust
South Dakota
$1.2M